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Perigon Wealth Management’s Dover DOV Stock Holding History

Perigon Wealth Management’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$443K Sell
2,127
-268
-11% -$57.3K 0.01% 861
2025
Q4 		$467K Sell
2,395
-273
-10% -$49.7K 0.01% 831
2025
Q3 		$445K Buy
2,668
+1,049
+65% +$188K 0.01% 783
2025
Q2 		$297K Buy
1,619
+121
+8% +$21.1K 0.01% 843
2025
Q1 		$263K Buy
1,498
+47
+3% +$9.04K 0.01% 863
2024
Q4 		$282K Buy
1,451
+237
+20% +$46.3K 0.01% 845
2024
Q3 		$233K Buy
+1,214
New +$221K 0.01% 878
2021
Q1 		– Sell
-308
Closed -$39K – 625
2020
Q4 		$39K Buy
+308
New +$36.6K ﹤0.01% 818
2018
Q2 		– Sell
-72
Closed -$6K – 325
2018
Q1 		$6K Buy
+72
New +$5.9K ﹤0.01% 544
2017
Q3 		– Sell
-72
Closed -$5K – 662
2017
Q2 		$5K Hold
72
– – ﹤0.01% 530
2017
Q1 		$5K Hold
72
– – ﹤0.01% 568
2016
Q4 		$5K Hold
72
– – ﹤0.01% 638
2016
Q3 		$4K Hold
72
– – ﹤0.01% 576
2016
Q2 		$4K Buy
+72
New +$3.88K ﹤0.01% 404

Other funds holding DOV

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Perigon Wealth Management's DOV Position: Q1 2026 in Review

Perigon Wealth Management reduced its Dover (DOV) stake by 11% in Q1 2026, selling an estimated $57.3K and leaving 2,127 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #861.

Perigon Wealth Management first reported a position in DOV in Q2 2016 and has held it in 14 quarters since. The position peaked at $467K in Q4 2025. 1,121 funds tracked by Wall St. Rank hold DOV as of Q1 2026.

  • Perigon Wealth Management held 2,127 shares of Dover worth $443K as of Q1 2026.
  • Perigon Wealth Management sold 268 Dover shares in Q1 2026, an estimated $57.3K.
  • Dover made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #861 holding.
  • Perigon Wealth Management first reported a position in Dover in Q2 2016 and has held it in 14 quarters since.
  • Perigon Wealth Management's Dover position peaked at $467K in Q4 2025.
  • 1,121 funds tracked by Wall St. Rank held Dover as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.